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Southern Company

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
776
Palumbo Wealth Management
New York
$686K +$62K +997 +10%
APP
777
Avantax Planning Partners
Iowa
$685K -$43.2K -695 -6%
GA
778
GoalVest Advisory
New York
$684K -$447K -7,194 -40%
VVP
779
Venture Visionary Partners
Ohio
$683K +$144K +2,321 +27%
GP
780
Girard Partners
Pennsylvania
$682K +$7.39K +119 +1%
AW
781
ACG Wealth
Georgia
$680K +$17K +274 +3%
IAN
782
Integrated Advisors Network
Texas
$677K +$192K +3,089 +40%
PP
783
Palladium Partners
Virginia
$676K +$37K +595 +6%
CTA
784
Chesley Taft & Associates
Illinois
$667K
CT
785
Chicago Trust
Illinois
$667K +$17.3K +278 +3%
PSP
786
Principal Street Partners
Tennessee
$663K +$229K +3,687 +53%
PIM
787
Perpetual Investment Management
Australia
$662K
BFS
788
Bradley Foster & Sargent
Connecticut
$658K +$15.1K +242 +2%
TAM
789
Tocqueville Asset Management
New York
$655K -$238K -3,820 -27%
BIAS
790
Beacon Investment Advisory Services
New Jersey
$654K -$6.22K -100 -0.9%
CCG
791
Cypress Capital Group
Florida
$653K -$45.5K -731 -7%
FCA
792
FinTrust Capital Advisors
South Carolina
$653K +$95.2K +1,532 +17%
EF
793
Empirical Finance
Pennsylvania
$652K
SJIM
794
St. Johns Investment Management
Florida
$650K +$87.5K +1,407 +16%
MSA
795
Marino Stram & Associates
Massachusetts
$649K +$74.1K +1,191 +13%
JWS
796
Juncture Wealth Strategies
Arizona
$647K +$30.8K +500 +5%
FAIM
797
Financial Advocates Investment Management
Washington
$646K -$6.23K -109 -1%
CCP
798
Corient Capital Partners
California
$646K +$48.3K +777 +8%
CBT
799
CoreFirst Bank & Trust
Kansas
$645K -$22.6K -363 -3%
KFA
800
Krane Funds Advisors
New York
$645K +$592K +9,533 +1,122%